What do you like best?

If there are hundreds of emails that need to sent and tracked, this is the tool that does a very good job. You can schedule the emails and forget it, the tool takes care of everything, right from sending, tracking and delivering you the reports on a daily basis which is good.

What do you dislike?

There are a lot of features and it becomes very easy to overlook all these features. The UI is not that great and it is very easy to miss some important features. Our team felt that most of the emails that have gone through LeadFormix have landed in spam or they have not been tracked well.

Recommendations to others considering the product

Irrespective of what platform you are considering, I would suggest you go with a trial and check if the product/platform does what is supposed to do, along with the ease of use. This platform provide you with a free trial and I would suggest that you contact sales teams and get an extension on the trial rather than not exploring the product completely.

What business problems are you solving with the product? What benefits have you realized?

Whenever we need to send a newsletter or a huge number of emails at one go, this platform comes handy.

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What do you like best?

I work with a variety of marketing automation platforms and in a comparison of cost and features this is the ideal platform for the majority of our clients. Too many platforms charge additional fees to use the advanced, such as A/B testing or CRM integration, but Callidus Cloud has everything included.

What do you dislike?

When setting up drip programs, the user interface is slightly less visually appealing than some of the platforms. This just takes some getting used to when first setting up the system, but after that it is easy to use.

Recommendations to others considering the product

Have a marketing plan/strategy ready to go when you start the system.

What business problems are you solving with the product? What benefits have you realized?

Many companies we work with are interested in marketing automation, but are concerned with high initial costs. Callidus Cloud provides the majority of the features that the larger more expensive platforms offer, but at a fraction of the price.

What do you like best?

Based on matching companies (and leads) to IP addresses, we can see who has visited our website, when, and what pages they have viewed as well as link this in to our email campaign analytics. This enables us to follow up on identified leads with further automated emails to nurture. Our sales team enjoy being able to track website views and link up to existing sales efforts through Sales Force.

What do you dislike?

The HTML email campaign builder in Leadformix is a little glitchy compared to dedicated email campaign builders such as Mail Chimp or Campaign Monitor. Not as much analytical info shown after sending campaigns out. That said, our spam bounce rate is lower as the click through links aren't redirects - instead, the code on the website tracks those coming in from the email campaigns so the click through data is still there. The workflow builder takes a little getting used to but we're planning on testing it soon.

Recommendations to others considering the product

It's not the sort of programme you can walk in to and use straight away. Set time aside for training as it is much needed.

What business problems are you solving with the product? What benefits have you realized?

Lead generation is fundamental for us. By being able to track and qualify leads from email clicks, through to viewing habits on our website, we are able to send better quality leads through to the sales team. We don't use it to its full extent yet, but there is great potential based on the results we've already seen.

What do you like best?

I like the fact that whenever I have an issue with the system or would like to know if something is possible that I get an immediate response . I feel that the customer service that I receive is superior to others that I have experienced.

What do you dislike?

I dislike the fact that during the beginning of our service there have been previous situations that the need for customer service (although reliable) was unnecessary.

Recommendations to others considering the product

I believe that there are several tools that can be used and depending on what a company's needs are CallidusClous can possibly if not definately fulfill those needs.

What business problems are you solving with the product? What benefits have you realized?

The benefits to this type of service has been monumental for us because its something that our customers, sales reps and volunteers have come to appreciate. Customers enjoy the fact that they can receive statistics on their banner ads in our newsletters and emails, sales reps can benefit by the reports and target the markets/individuals they would like to communicate with and our volunteers are pleased that they can reach millions of individuals with our various email campaigns throughout the year.

What do you like best?

Our company does many email marketing campaigns in the course of a month, and the previous tool we used was cumbersome to set up and non-user-friendly in its reporting. Callidus Cloud makes campaign set up easy, allows full HTML editing capabilities, and the graphical reporting is easy to look at. I now receive automated reports with all the key stats I need right at my fingertips.

What do you dislike?

We are currently integrating Callidus Cloud with our SugarCRM system, but it's not as up-to-speed as we need it to be. They've done more integration with Salesforce, but Sugar is right up there as an industry leader in cloud-based CRM, so the integration needs to catch up.

Recommendations to others considering the product

Try it out. Do one campaign and you'll find out for yourself how easy it is to use. And with a price at a fraction of other software that does the same tasks, you'll be convinced.

What business problems are you solving with the product? What benefits have you realized?

Primarily email marketing and data analysis of campaign results. We also use the website tracking tools, and we're beginning to use the workflow automation to start "drip marketing" campaigns.

What do you like best?

I like the set it and forget it features of the workflow and e-mail modules. Once an identified visitor to www.nurturemarketing.com reaches a certain score they are added to a list that kicks off a set of nurture based e-mails automatically. A great productivity feature for the Nurture team!

What do you dislike?

The Campaign Module should provide e-mail statistics and details based upon a series of e-Mails, not only general web statistics as it provides today.

Recommendations to others considering the product

Consider hiring an integrator/reseller that understands your business. This is a self-serving statement but one that I wholeheartedly believe. Assign a LeadFormix champion within your organization and have a plan to utilize the entire product. It's easy to overlook the power of the complete product when you're so impressed with a module or 2.

What business problems are you solving with the product? What benefits have you realized?

Lead generation is the number 1 problem Leadformix solves for us. We have a limited sales team with limited resources, Leadformix performs like a member of my team identifying leads and automatically nurturing them until they are ready to buy. My sales team is more productive because they are only speaking with people ready to close.

What do you like best?

I definitely like the ability to track prospects, companies, etc. that are visiting the website, and the ability to score them based on different actions they take both on the site, and actions related to emails they receive from us. The email rerun function is pretty key with our product as well, as we have customers who need to receive daily emails from us. Being able to schedule something to send at the same time everyday for a definite time period has improved the quality of my life, not just my work.

What do you dislike?

There are several glitches and issues I have with CallidusCloud. One of which being that I have received the same 'open report' email from them on one email about 20 times today. It's starting to get annoying. Usually it's a very predictable program, but sometimes it seems to have a mind of its own. Also, the I had a huge issue with the rerun system for months, and although it eventually got ironed out, it was a pain in the you know what for a long time. I also wish there was a better email reporting system, both for individual contacts receiving emails, and for specific emails.

Recommendations to others considering the product

Definitely check out other programs. If you have a decent amount of money to spend on marketing automation, check around, as other programs may be a little more user friendly. Callidus is good at what it does, and has a pretty competitive price point for all of the features and benefits it offers.

What business problems are you solving with the product? What benefits have you realized?

We're able to monitor our website and performance of specific campaigns much more effectively with Callidus. Their ability to score leads and monitor specific visits and patterns have directly affected our bottom line in a positive way, and for that we are grateful.

What do you like best?

The system is great for automated email marketing campaigns. Drip campaigns with prewritten emails that are sent to prospects over a period of time can be very helpful for getting signups months after initial contact.

What do you dislike?

The system is very buggy. We haven't had a great experience with their customer support and I would be wary of signing up with them again as a result.

Recommendations to others considering the product

Make sure that you have a full understanding of what the product does and how it will work for your business before you decide to purchase. Any software is only as good as the implementation. It can do a lot of really interesting things that will have 0 impact on your business if you don't set it up properly.

What business problems are you solving with the product? What benefits have you realized?

The business problem that we're solving is that it is expensive to have an employee manually send emails to lists of leads on a weekly or monthly basis to keep in touch with them. Instead we've automated that process so that we can write the email once, set it in a campaign and then the prospects will receive the email at the expected time.

What do you like best?

I like the A/B testing feature while sending out campaign emailers the best. Very easy to use and effective to measure.

What do you dislike?

The speed a bit but it is fine. One thing which can be added is - I should be able to cancel campaigns even when the campaign emails are being sent out.. It should tell me where it stopped sending and then allow me to create another campaign from that record onwards.

Recommendations to others considering the product

Great tool to use! And they keep adding new features without changing the pricing.. That makes it even better. I would recommend Callidus cloud for sure.

What business problems are you solving with the product? What benefits have you realized?

What do you like best?

I like that everything is in one place - emails, landing pages, etc. and the tracking capabilities are easy to use.

What do you dislike?

I do not like that the integration process with some CRMs is difficult. I have specifically had issues with Dynamics. It would be better if there was a way to make the automation process easier.

What business problems are you solving with the product? What benefits have you realized?

We are trying to track all of our web activity including emails, website visits, and more. One benefit we have realized is the extensive reporting capabilities Callidus Cloud provides that has become so important, especially with our email follow-up.

What do you like best?

The marketing automation features of the system are great, and what's best is the training that's available. Both the live training with a subject matter expert and the recorded webcasts and presentations are extremely helpful. The system has allowed us to easily create marketing automation campaigns leveraging our prospect data in salesforce, and currently helping us with both ongoing outbound marketing as well as lead scoring.

What do you dislike?

Creating marketing automation / drip campaigns is a bit complex and takes awhile to figure out, but once set up, work very well.

Recommendations to others considering the product

Take advantage of the training that's available. It will help you get started with some of the system features that are more complex.

What business problems are you solving with the product? What benefits have you realized?

I'm a one-person marketing department so the main problem I'm solving is creating ongoing outbound marketing to create awareness and lead gen, without many resources available to me. I'm creating content and need a good method for distribution, which this system provides.

What do you like best?

LeadFormix is excellent at surfacing and categorizing web site visitor intent. This is a product that gives you a good path to much better INBOUND marketing.

What do you dislike?

The product has some tetchy moments (possibly browser dependent, possibly back-end). I hope the new designer tools (for landing pages and email templates) will improve rapidly based on feedback and testing.

Recommendations to others considering the product

Be sure you have a really clear understanding of your marketing processes (trust me, everyone's is in need of improvement), a good handle on roles and responsibilities (sales and marketing) and a well resourced 'content marketing' team (or person) as this feeds everything else.

What business problems are you solving with the product? What benefits have you realized?

We did not have a systematic email (outbound) management system; we did not have any rigorous Inbound system or results. Both of these issues have been effectively addressed.

What do you like best?

I like the teams response time - Tim Duranleau - Is so easy to get hold of email, work phone or cell, When my client asks me for something that I think is impossible, Tim Duranleau was there to say "I'm sure we can do this"

What do you dislike?

Nothing to date, I have not found a dislike working with this platform

Recommendations to others considering the product

Platform is very user friendly - Support is A quality

What business problems are you solving with the product? What benefits have you realized?

What do you like best?

The best thing about Leadformix is its web-visits tracking tool. It identifies the names of the companies and suggests up to 5 inferred contacts. Also, I am impressed with their customer service. The account manager that has been assigned to us (Andrew Minshall) was very helpful and responsive.

What do you dislike?

The integration with Microsoft Dynamics CRM 2011 wasn't seamless, however, with the MS CRM 2013 update, they made a lot of improvements which again shows their commitment to customer satisfaction.

What business problems are you solving with the product? What benefits have you realized?

By using a Marketing Automation, we are seeking to generate more leads and convert them with an efficient nurture program. The web-tracking tool that LeadFormix offers is an essential step in this process.

What do you like best?

I have been using Callidus Cloud (Leadformix) for over 4 years now and have only nice things to say about it! It has been very helpful to our business. The support we get from the folks at Callidus Cloud is amazing! Thanks Tim Duranleau for your prompt and effective help whenever we need any support! :)

What do you dislike?

We are happy with the product and I can't think of anything bad to say! :)

What business problems are you solving with the product? What benefits have you realized?

We are using the tool to track our website visitors and to send out email campaigns.

What do you like best?

-almost all features of "market-leading" products without the expensive price tag

-easy to use, albeit quite complex

-very good support

-since this solution is just getting grip on the market, there is potential to influence things and suggest certain features/functions to be implemented

What do you dislike?

-social media integration could need some improvements

-for me personally it wasn't a problem, but some of my colleagues thought the GUI and certain features (for example email dispatch) to be too complex and therefore too complicated...but I saw it as a good thing, because it didn't restrain me to use it in a way the developers assume to be the best...

-database that identifies website visitors is at this stage mainly for the US market

What business problems are you solving with the product? What benefits have you realized?

What do you like best?

The customer service was great. I spoke with the same agent (Isaac) every time, and he was always helpful at troubleshooting or walking me through new features.

What do you dislike?

The interface is pretty bad. Lots of internal bugs and annoying little quirks. The email and landing page builder tool is terrible and frustrating to work with. The keyword analysis tool doesn't show results online, it just sends you an excel spreadsheet. Also, the Leadformix signature embedded in the tracking code caused Google to flag my website as hacked.

What business problems are you solving with the product? What benefits have you realized?

Ultimately, we handle a very low volume of web traffic, and the ROI was just not there for us.

What do you like best?

The support from this company is great. When dealing with any marketing automation system it can be difficult to get your hands and mind wrapped around the tool. Leadformix became easier to use as I worked directly with their support team who always strive to help me past sticking points.

What do you dislike?

I would like their land page creation tool to be a little more robust. I have worked online with various landing page tools and even coded landing pages myself but I found the landing page tool somewhat difficult to use at times.

Recommendations to others considering the product

Before considering in marketing automation tool(since they are so new) make sure the company has a great support team that is willing to help you out quickly when you are in a pinch. Leadformix has great support.

What do you like best?

Being new to Marketing Automation, this system was a perfect solution. It is an easy to use interface which you learn quickly, and the support offered by the staff at CallidusCloud is fantastic, providing case by case help and walk through demos.

What do you dislike?

There can be some bugs which are easily rectified through clearing your cache - may just be a problem for me though.

What business problems are you solving with the product? What benefits have you realized?

At the moment, we use the tool for two reasons; emails and data cleansing. We have had a good response for the recent email campaign, which also enabled us to cleanse our database.

What do you like best?

Easy to use, the right size for my company, and the right price.

We send out highly targeted emails to many small lists and it makes it easy for me to send the email at the same time, but still to all these lists so I can compare response rates of each list. I can then further customize my emails to each list if I want to.

I also like the way it is easy to score, build workflows, and integrate my other campaigns with it.

Probably best of all, it comes at the right price for smaller companies that need sophisticated marketing automation without having to spend a lot of money.

What do you dislike?

My only peeve is that the import list feature comes with fixed columns. This has limited my ability to export more complete information (such as revenue, employee size, etc.) to Salesforce.com when the lead is ready to be exported.

Maybe there is a workaround I don't yet know about.

Recommendations to others considering the product

I do use Eloqua and Marketo for some clients, but I still think that LeadFormix is the best marketing automation tool that gives a wide range of functionalists out of the box without a great deal of development and customization.

Also for the functionality that I use, it offers the best price/performance ratio

What do you like best?

I like getting many of the features of a marketing automation tool without the hefty price tag to accompany it. It's more powerful than any email marketing tool and surprises me with its ability to connect the dots with web visitors. Its page tracking codes are powerful, as are its many other features. The biggest benefit is managing a lot of leads from website traffic and form fills.

What do you dislike?

It could use better social media tool integration and some areas are a bit cryptic, even for seasoned marketers. The software has been undergoing some recent changes and improvements which I've appreciated, but I'd like to see it work a little more like Hubspot or Hootsuite, with a measure of ViralHeat added.

Recommendations to others considering the product

It took me close to two years on my own to really get efficient at using all the aspects of this software. That's a pretty long learning curve these days, but I also started out with an integration of Salesforce Professional Edition at the same time, along with redesigning my websites. So it evolved, rather than fired right up - at least for me.

What do you like best?

The tool for creating email template and landing page is easy to use. I can test the email before sending it to real clients. I can also see how it looks in other email clients such as yahoo, gmail, AOL, and Outlook.

What do you dislike?

It's too bad that video files cannot be uploaded to their server but only be embedded from youTube.

What business problems are you solving with the product? What benefits have you realized?

What do you like best?

LeadFormix is crucial for helping identify and nurture prospects in our organization. A combination of direct mailers, LeadFormix tracking and scoring, plus landing pages/downloads, email automation and drip campaigns, and social integration really provide a closed loop system for us. The identification of key contacts at each organization is a powerful tool in our sales process.

What do you dislike?

There were a couple user interface elements that needed improvement up until the most recent update on June 3rd. With that update, however, there is little I would change.

Recommendations to others considering the product

Definitely consider LeadFormix as a cost effective marketing automation solution with features comparable to the bigger players in this market like HubSpot, Marketo, etc. We've demoed all and ultimately went with LeadFormix based on cost and functionality. The incredible service and support we've received from the LeadFormix team is icing on the cake.

What do you like best?

What do you dislike?

Recommendations to others considering the product

A Must to use ... easy to setup ..

What business problems are you solving with the product? What benefits have you realized?

We have been using mixture of applications for ourself & for our clients but using CallidusCloud application - now everything is at 1 place ... starting from our contact management, marketing automation & lead management . Saved us atleast 10+ hours per week.

What do you like best?

1. The ability to track the traffic to your website. Coupled with the ability to score and segment traffic, Leadformix gives you a powerful tool for e-relationship building.

2. Worlflow Automation: The ability to create email campaign series and then automate them through workflow to send at a measure pace over time. Further, the ability for LeadFormix to capture form fill information from our website and automatically load those users into preset workflows is a powerful follow up tool.

What do you dislike?

The user interface and navigation seems to have been designed by engineers void of typical consumer operator usability inputs. It is not always easy to find features, reporting, etc. Often times looking in the logical location does not yield results. Often the function you are seeking is there, but it's not easy to find, nor is it accessible in multiple locations.

Recommendations to others considering the product

I recommend that you understand it will take time and/or resources to build the level of content you want to be effective. Further, note it will take time to learn the setup of the software so you can begin to navigate it. Finally, it will take time to build your understanding of users behaviors as they relate to your campaigns, website, etc.

What do you like best?

Our hospital is new to Leadformix but so far we like the company and its staff and what we've been able to do through Leadformix. As far as what I like the best, I would say would be that the staff is there to answer whatever questions I may have no matter how big or small the topic may be. Since I've never used anything like Leadformix, I don't really know what I'm doing so having the staff support is big to me! Their website also has good tools to help guide you in using Leadformix.

What do you dislike?

I don't like how I can't move certain things within the site as I would want them to be. I like things to flow easily and sometimes that doesn't quite work out for me but I'm so new to the site that I may be doing something wrong so there isn't much to say in the dislike category.

Recommendations to others considering the product

I don't really have a recommendation at this time. I'm too new to the product.

What do you like best?

We currently use LeadFormix to help us accelerate lead generation, and have recently expanded our usage to include e-mail campaigns. Next up, we're adding drip marketing for an even larger return.

What do you dislike?

There are several items that need to be enhanced. Customers not being able to upload pdfs or files. Some sporadic issues with sending e-mails. Need the ability to use more than one CName. Aestically, the emails created are not as nice as Unbounce. And, the ability to send e-mails to multiple lists at one time is lacking.

We have been told these are all under development and if this is true, then Leadformix truly cares about the needs of its customers.

Recommendations to others considering the product

We have been using them for the past few years and we're utilizing their solutions even more. Customer Service has been fantastic to-date. That is the true measure of any company.

What do you like best?

I love the chat feature that enables our company to interact with people who visit our site in real time. I find the inferred leads that are associated with companies and people who visit our site add substantially to our contact lists.

What do you dislike?

It's really hard to say that I dislike any aspect LeadFormix. The interface has been updated and new features have been added that makes LeadFormix a very competitive marketing automation solution.

What do you like best?

As a small marketing team, Leadformix lets us accomplish a lot without having to hire additional resources or services providers, plus access to site visitor information offers great lead nurturing options.

What do you dislike?

A few small usability issues with screen refreshes. Not a deal breaker.

Recommendations to others considering the product

If you are a smaller marketing department, Leadformix offers extensive features and functionality for a great price.

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